MicroStrategy ONE

Adding, changing, or removing a dataset

When you create a document, you must provide the data that appears in the document by selecting at least one dataset. The dataset can be an existing report or Intelligent Cube, or you can import data directly into the document. You can add a dataset to a document, replace a dataset that has already been added, or remove a dataset from a document. A document can contain multiple datasets.

If you remove or replace a dataset, controls on the document that contain data that is no longer available from the dataset will be updated and will no longer contain data from the replaced or removed dataset. For example, if a Grid/Graph contains attributes and metrics from a dataset, and the dataset is deleted from the document, the Grid/Graph is cleared and no longer contains any data. (A Grid/Graph displays the information from the dataset in a report-like format.)

If the document contains multiple datasets, and one dataset is removed or replaced, objects from that dataset that are available in another dataset are updated to contain data from the other dataset. Objects from the deleted or replaced dataset that are not available in another dataset are cleared or removed. For example, a document contains two datasets. Dataset 1 has Category, Region, and the Revenue and Cost metrics. Dataset 2 has Category, Year, and the Revenue and Profit metrics. A Grid/Graph displays Category, Region, Revenue, and Cost from Dataset 1, and Year and Profit from Dataset 2. Dataset 1 is removed from the document. The Grid/Graph now displays Category, Year, Revenue, and Profit from Dataset 2. Region and Cost, which only exist in Dataset 1, are removed.

You can change this behavior by specifying that missing units are kept, at either the project or document level. For steps, see Removing or keeping missing objects in a Grid/Graph when datasets are removed or replaced.

If you delete a dataset from a multi-layout document, it is deleted from the entire document. A multi-layout document contains multiple documents, each in its own layout, creating a "book" of documents. For information about multiple layouts, see Creating multi-layout documents.

A document can be grouped and sorted only by the objects in the grouping and sorting dataset, as described in Changing the grouping and sorting dataset for a document. If you delete the grouping and sorting dataset, any grouping fields are removed, including the corresponding Group Header and Group Footer sections, all of their contents, and the grouping sort keys.

If a Grid/Graph in a document is linked as a shortcut to a dataset, when you replace that dataset, the data from the new dataset automatically replaces the data in the Grid/Graph. For information about shortcuts, see Adding a Grid/Graph as a shortcut.

You can add a dataset and use it to populate an empty Grid/Graph in one step. For steps, see Adding a dataset to an empty report .

To add an existing report or Intelligent Cube as a dataset

  1. In MicroStrategy Web, open the document in Design Mode or Editable Mode.
  2. From the Data menu, select Add Dataset. The Select Dataset dialog box opens.
  3. Navigate to and select the report or Intelligent Cube to use as the dataset, then click OK. The dataset is added to the document.

You can also merge two or more Intelligent Cubes to create a dataset. For instructions to perform a merge, see the Merging Intelligent Cubes section in the In-memory Analytics Help.

To import data to use as a dataset

  1. In MicroStrategy Web, open the document in Design Mode or Editable Mode.
  2. From the Data menu, select Add Dataset. The Select Dataset dialog box opens.
  3. Click Import new data. The Connect to Your Data page opens.
  4. Click the source of the data, such as File From Disk or Dropbox.
  5. Select the appropriate options to import your data. For detailed steps, see the MicroStrategy Web Help. The imported data is saved and published as an Intelligent Cube, and added to the document as a dataset.

To remove a dataset from a document

  1. In MicroStrategy Web, open the document in Design Mode.
  2. From the Dataset Objects panel, right-click the name of the dataset to remove, then select Delete from Document.
  3. A dialog box is displayed warning you that you are about to delete the dataset. Click OK. The dataset is removed from the document.

To replace a dataset in a document

  1. In MicroStrategy Web, open the document in Design Mode.
  2. From the Dataset Objects panel, right-click the name of the dataset to replace, then select Replace Dataset. The Select Dataset dialog box opens.
  3. Navigate to and select the replacement report or Intelligent Cube, then click OK. The dataset is replaced.

To replace all datasets in a document with a single dataset

  1. In MicroStrategy Web, open the document in Design Mode.
  2. From the Dataset Objects panel, right-click the name of any dataset to replace, then select Replace all datasets. The Select Dataset dialog box opens.
  3. Navigate to and select the replacement report or Intelligent Cube, then click OK. All of the datasets in the document are removed and replaced with the new dataset.